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The Succeed Estate Plan Masterclass Webinar

• Estate Planning and Trust Consultation
• Principal Asset Evaluations
• Trust Agreements
• Trust Assets Protection
• Trust Conveyances
• Trust Bill of Sales
• Trust Promissory Notes
• Trust Partnerships
• Trust Beneficiaries
• Trust Investments
• Trust Financial Flow Charts
• Trust Tax Implications
• Trust Education

      and much more……………..

What is the most secured financial instrument on the planet?

That's right, the Trust is not only the most secure financial instrument on the planet, but it is the oldest financial instrument on the planet.  The Trust has 5 distinct advantages over all other financial entities.  

                    Asset Protection

Total Privacy 

Avoid Probate

Avoid Double Taxation

Qualify for Medicaid Benefits 

What is a

S-Corporation?

An S corp or S corporation is a business structure that is permitted under the tax code to pass its taxable income, credits, deductions, and losses directly to its shareholders. That gives it certain advantages over the more common C corp, The S corp is available only to small businesses with 100 or fewer shareholders, and is an alternative to the limited liability company (LLC).

Both S corps and LLCs are known as "pass-through entities" because they pay no corporate taxes. Instead, they pay their shareholders, who are responsible for the taxes due.

What is a Capital Holding Company?

A holding company is a business entity—usually a corporation or limited liability company (LLC). Typically, a holding company, or "Holdco", doesn’t manufacture anything, sell any products or services, or conduct any other business operations. Rather, holding companies hold the controlling stock in other companies.

Although a holding company owns the assets of other companies, it often maintains only oversight capacities. So while it may oversee the company's management decisions, it does not actively participate in running a business's day-to-day operations of these subsidiaries.